BW Gestao de Investimentos Ltda. Boosts Stock Holdings in Hewlett Packard Enterprise Company $HPE

BW Gestao de Investimentos Ltda. lifted its holdings in Hewlett Packard Enterprise Company (NYSE:HPE) by 215.8% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 360,000 shares of the technology company’s stock after purchasing an additional 246,000 shares during the period. BW Gestao de Investimentos Ltda.’s holdings in Hewlett Packard Enterprise were worth $8,842,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the business. Vanguard Group Inc. raised its stake in Hewlett Packard Enterprise by 0.8% in the third quarter. Vanguard Group Inc. now owns 171,140,995 shares of the technology company’s stock worth $4,203,223,000 after buying an additional 1,336,940 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Hewlett Packard Enterprise by 2.2% in the 2nd quarter. Geode Capital Management LLC now owns 34,421,976 shares of the technology company’s stock valued at $701,864,000 after acquiring an additional 724,974 shares during the period. Elliott Investment Management L.P. purchased a new position in shares of Hewlett Packard Enterprise in the 2nd quarter valued at $381,004,000. Slate Path Capital LP raised its position in shares of Hewlett Packard Enterprise by 36.2% in the 2nd quarter. Slate Path Capital LP now owns 15,896,242 shares of the technology company’s stock worth $325,078,000 after acquiring an additional 4,221,678 shares in the last quarter. Finally, Legal & General Group Plc lifted its stake in shares of Hewlett Packard Enterprise by 0.3% during the 3rd quarter. Legal & General Group Plc now owns 13,241,459 shares of the technology company’s stock worth $325,210,000 after purchasing an additional 36,765 shares during the last quarter. 80.78% of the stock is owned by hedge funds and other institutional investors.

More Hewlett Packard Enterprise News

Here are the key news stories impacting Hewlett Packard Enterprise this week:

• Positive Sentiment: Q1 EPS topped estimates — HPE reported $0.65 EPS, above consensus and well ahead of last year’s $0.49, signaling margin improvement and profitability momentum. Hewlett Packard Enterprise (HPE) Surpasses Q1 Earnings Estimates
• Positive Sentiment: Raised FY and Q2 guidance — management boosted FY26 EPS guidance to $2.30–$2.50 (vs. street ~$2.19) and Q2 EPS to $0.51–$0.55, implying stronger margin and earnings visibility going forward. HPE Reports Fiscal 2026 First Quarter Results
• Positive Sentiment: Revenue outlook and AI server demand ahead of expectations — HPE said Q2 revenue should top Wall Street forecasts driven by strong orders for AI-powered servers using Nvidia chips. That supports near-term top-line upside. Hewlett-Packard Enterprise forecasts revenue above estimates
• Positive Sentiment: Networking is a major growth driver — networking sales nearly tripled to $2.7B, with a fivefold jump in data-center networking, reflecting successful integration and demand for AI-native networking. HPE Sales Rise on Networking Growth Despite Cloud and AI Decline
• Positive Sentiment: Product/strategic progress — HPE expanded its AI-native networking and deepened Juniper integration, reinforcing the long-term growth story in managed networking and service-provider opportunities. HPE Expands AI Networking As Juniper Integration Tests Long Term Growth Story
• Neutral Sentiment: Investor materials and calls available — management hosted a call and released a slide deck and press release with more detail on margins, segment performance and order trends; useful for modeling but not new directional news. Listen to Conference Call

Analyst Ratings Changes

HPE has been the topic of several analyst reports. Citigroup cut their target price on Hewlett Packard Enterprise from $28.00 to $26.00 and set a “buy” rating on the stock in a research note on Tuesday, February 17th. Zacks Research raised shares of Hewlett Packard Enterprise from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Morgan Stanley reduced their price objective on shares of Hewlett Packard Enterprise from $25.00 to $23.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 18th. The Goldman Sachs Group began coverage on shares of Hewlett Packard Enterprise in a research note on Tuesday, January 13th. They issued a “buy” rating and a $31.00 target price for the company. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Hewlett Packard Enterprise in a report on Friday, December 26th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat, Hewlett Packard Enterprise currently has an average rating of “Hold” and an average target price of $25.29.

Hewlett Packard Enterprise Price Performance

Hewlett Packard Enterprise stock opened at $21.82 on Tuesday. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.01 and a quick ratio of 0.76. The business has a 50 day simple moving average of $22.11 and a 200-day simple moving average of $23.09. Hewlett Packard Enterprise Company has a 12 month low of $11.97 and a 12 month high of $26.44. The stock has a market capitalization of $28.99 billion, a PE ratio of -363.61, a price-to-earnings-growth ratio of 0.58 and a beta of 1.31.

Hewlett Packard Enterprise (NYSE:HPE) last announced its quarterly earnings data on Monday, March 9th. The technology company reported $0.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.59 by $0.06. The company had revenue of $9.30 billion for the quarter, compared to analysts’ expectations of $9.31 billion. Hewlett Packard Enterprise had a net margin of 0.17% and a return on equity of 9.15%. Hewlett Packard Enterprise’s revenue was up 18.4% compared to the same quarter last year. During the same period in the previous year, the company posted $0.49 EPS. Hewlett Packard Enterprise has set its FY 2026 guidance at 2.300-2.500 EPS and its Q2 2026 guidance at 0.510-0.550 EPS. Equities analysts predict that Hewlett Packard Enterprise Company will post 1.85 earnings per share for the current year.

Insider Activity

In other Hewlett Packard Enterprise news, EVP John F. Schultz sold 148,501 shares of the business’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $24.99, for a total transaction of $3,711,039.99. Following the transaction, the executive vice president owned 248,091 shares in the company, valued at approximately $6,199,794.09. The trade was a 37.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Antonio F. Neri sold 26,457 shares of the stock in a transaction that occurred on Monday, December 29th. The stock was sold at an average price of $24.49, for a total value of $647,931.93. Following the transaction, the chief executive officer directly owned 2,101,761 shares of the company’s stock, valued at approximately $51,472,126.89. This trade represents a 1.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 400,793 shares of company stock valued at $9,921,393 over the last ninety days. 0.44% of the stock is currently owned by company insiders.

Hewlett Packard Enterprise Company Profile

Hewlett Packard Enterprise (HPE) is an enterprise technology company that designs, develops and sells IT infrastructure, software and services for business and government customers. Its core offerings span servers, storage, networking, and related software, together with consulting, integration and support services aimed at modernizing and managing enterprise IT environments. HPE’s product portfolio includes systems for traditional data centers as well as solutions for high-performance computing, edge computing and telecommunications infrastructure.

A major focus for HPE is hybrid cloud and consumption-based IT.